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Can't link credit card to loyalty account.

We are having an issue where credit cards are not appearing as a linked card in the "Manage Loyalty Cards" section.

 

As an example:

Name on Loyalty Account: John Doe
Phone Number on Profile: 555-555-1234
Name on Credit Card: John Doe
Credit Card Number: 1234-1234-1234-1234

 

If John Doe purchases something for $10 using credit card 1234-1234-1234-1234 and then enters his phone number (555-555-1234) to earn rewards, his loyalty account WILL earn the rewards.

 

However, if I got to my Customer Directory and find John Doe, I can click his name, click the three dots next to his name, and then select "Manage Loyalty Cards"... This screen will indicate "No Cards Linked"

 

What does John Doe need to do to link his credit card so that it appears in this screen?

 

I was under the impression that he just needed to 1) use the credit card and 2) enter his phone number to earn points on the purchase, then the card would link automatically, but that doesn't seem to be the case.

John Losito
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@Davonte1417 Sorry to bother you, but I'm hoping you may be able to provide some thought on my post above?  Keep in mind, I'm on the a few betas, so maybe it's related to that?

John Losito
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Square Community Moderator

Hi there, @SVLFever 👋 Thanks for reaching out to us here on the Seller Community. I appreciate your patience here 🙏

 

I'm not sure of the answer to this one myself, so I'm going to consult with the Square Loyalty product team on this one to get the best answer for you. I'll reach back out to you here once I gather more info!

In the meantime, I'll also tag a few of our Square Champions who use Square Loyalty to see if they can lend a hand here: @anucrown @BlackAngelDsgns @CactusQuilter @MAXSDELI 

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



Applications to the Square Champions program are open! Apply here before October 14th!

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Thank you @_Violet !

John Losito
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@anucrown  @BlackAngelDsgns @CactusQuilter @MAXSDELI  @_Violet 

After testing some more, it appears that issue is account specific.  We can do it with one account and the cards link but then try a second account and the cards don't link.

John Losito
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